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Morningstar

iShares Morningstar Mid-Cap ETF IMCB

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IMCB

Will IMCB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMCB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMCB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IMCB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Morningstar Mid-Cap ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMCB

More IMCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

0.74 6.4 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.72 6.2 Mil
Technology

NXP Semiconductors NV

0.70 6.1 Mil
Technology

TransDigm Group Inc

0.70 6.0 Mil
Industrials

Constellation Energy Corp

0.69 6.0 Mil
Utilities

Marvell Technology Inc

0.64 5.5 Mil
Technology

Welltower Inc

0.57 4.9 Mil
Real Estate

PACCAR Inc

0.55 4.7 Mil
Industrials

American International Group Inc

0.53 4.6 Mil
Financial Services

Carrier Global Corp Ordinary Shares

0.53 4.6 Mil
Industrials